Schwab Strategic Tr us aggregate b shares owned by Endowment Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Endowment Wealth Management
from 13F filings
Historical chart of Endowment Wealth Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Endowment Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $710k | 15k | 46.00 |
| 2023-12-31 | $596k | 13k | 46.62 |
| 2023-09-30 | $558k | 13k | 44.23 |
| 2023-06-30 | $551k | 12k | 46.16 |
| 2023-03-31 | $490k | 12k | 42.34 |
| 2022-12-31 | $464k | 10k | 45.65 |
| 2022-09-30 | $464k | 10k | 45.34 |
| 2022-06-30 | $498k | 10k | 47.90 |
| 2022-03-31 | $528k | 10k | 50.55 |
| 2021-12-31 | $566k | 11k | 53.86 |
More positions owned by Endowment Wealth Management
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Top funds holding Schwab Strategic Tr us aggregate b
View all funds holding Schwab Strategic Tr us aggregate b